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Branding settings

Customise your CRM to match your organisation's brand

Tom Cowle avatar
Written by Tom Cowle
Updated over 3 weeks ago

You can upload your logos and set your brand colours in order to make the CRM your own. These elements will be used in any public-facing interfaces (like shared forms or emails) and on your login screen.


Adding your branding to the CRM

Head to your Tools & Settings in the top right corner menu, then click Branding.

An animation. The tools and settings are selected from the top right menu, then the user scrolls down to select the branding section

Within the Branding settings, you can add:

  • A main logo

  • An external logo, used on screens like your membership management portal or on externally shared record forms

  • An icon, used in browser tabs next to the name of the page

  • Your brand colours (you should refer to your organisation's brand guidelines for colour codes, or use a search engine)

Add in your branding, and hit save!

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